Farmers & Merchants Trust Company’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Farmers & Merchants Trust Company’s Portfolio DON Stock Details DON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-4,184	Closed	-$219K	–	199
2025 Q3	$219K	Hold	4,184	–	–	0.05%	187
2025 Q2	$210K	Hold	4,184	–	–	0.04%	206
2025 Q1	$207K	Hold	4,184	–	–	0.05%	183
2024 Q4	$213K	Hold	4,184	–	–	0.05%	180
2024 Q3	$214K	Buy	+4,184	New	+$204K	0.05%	182
2024 Q2	–	Sell	-4,184	Closed	-$204K	–	192
2024 Q1	$204K	Sell	4,184 -216	-5%	-$9.91K	0.05%	183
2023 Q4	$201K	Buy	+4,400	New	+$185K	0.05%	176

Other funds holding DON

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Farmers & Merchants Trust Company's DON Position: Q4 2025 in Review

Farmers & Merchants Trust Company sold out of WisdomTree US MidCap Dividend Fund (DON) in Q4 2025, closing a stake of 4,184 shares — an estimated $219K sold.

Farmers & Merchants Trust Company first reported a position in DON in Q4 2023 and held it in 7 quarters. The position peaked at $219K in Q3 2025. 455 funds tracked by Wall St. Rank hold DON as of Q4 2025.

Farmers & Merchants Trust Company reported no remaining WisdomTree US MidCap Dividend Fund position as of Q4 2025 after selling out during the quarter.
Farmers & Merchants Trust Company sold 4,184 WisdomTree US MidCap Dividend Fund shares in Q4 2025, an estimated $219K.
Farmers & Merchants Trust Company first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2023 and held it in 7 quarters.
Farmers & Merchants Trust Company's WisdomTree US MidCap Dividend Fund position peaked at $219K in Q3 2025.
455 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q4 2025.

Based on Farmers & Merchants Trust Company's 13F filing for Q4 2025, filed 29 Jan 2026.